Assigning Deals In Active Campaign

Assigning Deals In Active Campaign

Assigning Deals In Active CampaignAssigning Deals In Active Campaign

To start building an automation in ActiveCampaign, start with a “trigger.” There are a variety of ways you can trigger an automation, including: When a tag is included When a contact signs up for a list When a contact sends a type E-commerce and on-site alternatives (readily available in the “Pro” strategy) When the contact reaches a specific point in another automation.

From there, you can start developing the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send an email Notify an employee Wait conditions If/then conditionals Split traffic for screening Skip to other parts of the automation Track goals (The contact can skip to the objective’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Add and eliminate tags Add a note Lead scoring, SMS and website messages, and Facebook Custom-made Audience management are all “Pro” functions – Assigning Deals In Active Campaign.

Contrast with ConvertKit‘s Automations, which are more limited. On ConvertKit, you can set off an automation when: The contact sends a type The contact makes a purchase A tag is added to the contact A custom field is upgraded with a certain value From there, you can develop Conditions, to examine whether the contact has a certain tag or customized field worth.

Assigning Deals In Active Campaign

You can also develop Occasions, which are a bit like ActiveCampaign’s Objectives, however without the reporting. You can track an Event when: A tag is added or removed The contact makes a purchase A date takes place A custom field is updated with a specific value You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The main way I construct my list is through an e-mail course. ActiveCampaign makes it simple for me to build my e-mail course exactly how I wish to develop it. Many marketers develop very simple e-mail series for their “e-mail courses.” A contact signs up, and then that contact instantly begins getting lessons.

It was simple to build with ActiveCampaign, however difficult when I was with MailChimp. I do not do that method. My email course is by hand synced with this countdown timer on my website. You have to register by Friday night, and a new course begins each Monday early morning. When I initially attempted this method, I was on MailChimp.

Assigning Deals In Active Campaign

Here’s the automation I use to invite brand-new trainees to my Design Pitfalls course. There’s a couple of things going on here: The automation sends all contacts a “welcome email (Assigning Deals In Active Campaign).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends out a “pump up” email to get the trainees all set for next week’s course, and encourage them to share it with pals.

The contact will start getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed out on registration for next week’s class. They’ll get the pump up email the following Friday morning, and lessons the Monday after that. It was difficult for me to automate this with MailChimp.

When I run a webinar, I do not wish to send out the exact same e-mail to every individual on my list. I want to send them the proper e-mail for their level of engagement – Assigning Deals In Active Campaign. Assigning Deals In Active Campaign. Here’s the automation I utilize to promote an evergreen webinar: First it confirms that they have not already acquired the product I pitch in the webinar.

Assigning Deals In Active Campaign

Then it sends out a series of emails to get them interested in the webinar, and to motivate them to sign up. If they register, they immediately struck the “Goal” towards completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Assigning Deals In Active Campaign.

This enables me to customize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can add tags based upon whether the contact registered, went to, missed, or based upon how long they remained in the webinar. These tags can then trigger automations within ActiveCampaign.

It costs me money, and it makes it most likely that my e-mails go to spam or Gmail’s promos tab. People who do not open my emails make it harder for other emails to get to individuals who actually want them! The “Pro” plan of ActiveCampaign has actually lead scoring constructed in.

Assigning Deals In Active Campaign

Here’s an automation I received from ActiveCampaign’s library of automations, which I utilize to tell which contacts aren’t engaging with my emails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds brand-new tags for 7 days, 1 month, 60 days, etc Each time they open an e-mail, a separate automation removes them from this automation, removes all of those tags, and starts this automation over again.

This automation can be frustrating at first, and this is among those cases where I want ActiveCampaign had a more out-of-the-box service. However, because you can do anything with ActiveCampaign, in some cases you have to develop things from scratch. ActiveCampaign has a choice to erase non-active customers, which I don’t suggest.

Some customers don’t have actually tracking switched on, so their opens aren’t taped. Others still wish to be subscribed but have actually been hectic. Here’s my reactivation sequence: I send one e-mail asking if they still want to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked the confirmation link in the previous e-mail, they’ve already been gotten rid of from the automation utilizing a separate automation) – Assigning Deals In Active Campaign.

Assigning Deals In Active Campaign

Assigning Deals In Active CampaignAssigning Deals In Active Campaign

The automation then unsubscribes them. My emails also have a link to a kind where they can enter their e-mail address to let me understand that they don’t have tracking enabled. This form includes a tag that I use to filter those contacts out. Assigning Deals In Active Campaign. I utilized to include this tag when they clicked a link, however when individuals don’t have tracking on, it makes those links not work so dependably! I just send a simple “do you still desire my e-mails?” confirmation.